Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

Filter by
Sorted by
Tagged with
0
votes
1answer
8 views

Error Occurred During Flow “CreateLeadInvo”: An Apex error occurred: System.DmlException: Insert failed. first error: DUPLICATES_DETECTED

I have a process builder where I use an apex class to convart a form information to a lead. i am gatting this error. apex class code here: epublic class CreateLeadInvo { public Class DataWrapper{ ...
1
vote
1answer
740 views

Email alert when duplicate occurred using Duplicate Management Tool

I have set up a duplicate rule with Report as active. What I need is when a duplicate occurred in the system for any sObject (in my case it is Account), it needs to send a email to a email address ( ...
0
votes
1answer
14 views

How to setup matching rules and duplicate rules to check for email on 2 fields?

So, we have 2 fields on contact and lead: Email Alternate Email To make sure they are not the same on the record, a simple validation rule is enough. However, we want to disabled creating other ...
1
vote
0answers
20 views

Duplicate matching Business & Person accounts

Is it possible to implement a functioning duplicate rule across Business & Person accounts? I created a Matching_Name__c field on Account and a matching rule to look for an exact match of this ...
1
vote
2answers
493 views

How to check if Visualforce page is already Open

I have a button in salesforce when clicked opens a visualforce page. And when the button is clicked twice it opens two windows of visualforce pages. I want the window to be opened only once. If the ...
18
votes
4answers
13k views

Duplicate Matching Rules via rest API

So we are experimenting with the new duplicate matching rules in salesforce which seems to work great. My question is if its possible to use the more advanced features when working with data over the ...
0
votes
2answers
605 views

Inserting duplicate contacts not causing `DuplicateError`

I'm trying to insert duplicate contacts inside this test method to cause a DuplicateError, however the call to Datebase.insert(duplicateContact, false) succeeds without errors. I want the error. I'm ...
1
vote
1answer
105 views

Duplicate Management on existing Duplicate Contact Records

I'm trying to implement Duplicate Management in my Org Salesforce. Everything seems clear but one thing really bothering me. While creating a new duplicate Rule, in the Actions section, "Action on ...
0
votes
1answer
860 views

How do i Prevent Duplicate values on Custom Text area field?

I have a custom field on which i want to Capture the Serial number of an Asset. Now I want to have a validation rule on this field so that it eliminates duplicate values on this field. So that means ...
1
vote
2answers
662 views

How do I track and manage multiple leads for the same contact but from different sources?

I'm trying to find a way to track the leads that I get from different channels but which are for the same lead/contact. For instance, if I have a potential client contact us through our website, but ...
0
votes
0answers
40 views

Duplicate Rule does not block Contacts with the same email

In our Salesforce org, the duplicate rules to block a user from creating a Contact with the same email as another Contact are quite flaky. About .02% of our Contacts are duplicates as a result of ...
0
votes
0answers
20 views

Prospects already assigned in Salesforce are getting assigned to new users in Pardot

We're a fresh Pardot group. We are having issues where a contact/lead is already in Salesforce, and when they fill out a Pardot form, it appears that Pardot finds the duplicate record, but assigns it ...
0
votes
1answer
44 views

Catch22 with almost-duplicate contacts (not recognized but can't change) [closed]

I have pairs of Contact records that ought to be merged. The dupes are obvious to humans (e.g. if one is Fred Hampton, the other might be Hampton Frederick or FredHampton FredHampton), but SF says We ...
1
vote
0answers
19 views

DuplicateRecordSet not deleted after updating the record that triggered duplicate rule

I have a duplicate rule on Account that is triggered matching of a field. Once the duplicate rule runs, it identifies two accounts with the same field value as duplicate and a duplicate warning on the ...
0
votes
2answers
1k views

Duplicate Management in Lightning - Matching Rules vs Duplicate Rules

In Salesforce Classic experience, we can manually search for duplicate records and pick and choose which ones we want to merge. In Lightning, however, this is not possible, and only records identified ...
0
votes
0answers
23 views

salesforce toolkit php create duplicate records

I am using salesforce toolkit PHP to create an Opportunity. Everything works great but I random duplicate record creation which is driving me crazy. Does anyone know how to fix this problem? I can't ...
0
votes
1answer
545 views

Customize alert text in duplicate rules.

Alext text in Duplicate Rules : Is it possible to use custom labels for the alert text ?...i need to show the alert in 2 different languages. I tried using custome labels it is not working !
3
votes
1answer
2k views

Is the Potential Duplicate Standard Component also for Custom Objects on the roadmap?

I found that there is an Potential Duplicate Lightning Component (Standard) available for Lead, Accounts and Contacts. The components has also a merge process build in. This is very nice and important ...
0
votes
0answers
15 views

Duplicate Record Set not Automatically creating the records

We have duplicate rule activated in our Sandbox Org that matches F/N and L/N of contact and I also created a Custom report type to show Duplicate Record set and Record items. We want to get report of ...
0
votes
0answers
37 views

Duplicate Rules

I have a duplicate rule that was recently created and I would like to know what would be the best process to run that rule against all the Account records in my org. The reason being I’m seeing a lot ...
1
vote
1answer
1k views

Duplicate Management when converting leads

I have created a duplicate matching rule for accounts and for contacts. When I create a new account or new contact, both matching rules will fire and highlight possible duplicates. When I convert a ...
0
votes
1answer
28 views

Allow only one record where two lookup fields match another

I'm trying to prevent duplicate records from being created. I have an application object with two relevant fields that looks like this: Application__c: Applicant (Lookup(User)) School (Lookup(...
0
votes
0answers
36 views

Subject information duplicates whenever customer replies to email-to-case

I'm working with email-to-case and this request I've been struggling with is that our client did not want the thread id on the subject anymore, so I've only left it on the body instead, but now...and ...
3
votes
1answer
601 views

Duplicate Management - Packaging Matching Rules

Matching Rules and Duplicate Rules are a new feature in Salesforce. I see that matching rules can be pulled as metadata xml, but I can't find any documentation about packaging them. Can matching ...
0
votes
0answers
34 views

Error EntityInfo of EntityObject cannot be set to null

I get the following error message: EntityInfo of EntityObject cannot be set to null when my apex test gets to this code: Datacloud.FindDuplicatesResult[] results = new List<Datacloud....
2
votes
1answer
40 views

config vs code for matching/duplicate checking

If I'm inserting records, it's really easy to query to see if another record already exists with the same values in a before trigger. Code like this has worked for me: private static Map<String, ...
2
votes
1answer
6k views

How to auto convert Leads (using trigger) into account, contact and opportunity

I want to write trigger which can automatically convert leads into account, contact and opportunity. What I have tried so far: trigger ConvertLead on Lead (after insert, after update,before ...
0
votes
1answer
39 views

SFMC - SMS Data Extension, having multiple of the same mobile numbers (different Subscriber Key) in the DE - only sends to ONE of the duplicates [duplicate]

EDIT: Duplicates in sendable DE for MobileConnect is not a duplicate of my question. I recognize that this is a limitation of SFMC and am inquiring about any known workarounds. The linked question ...
0
votes
1answer
27 views

De-duplicating emails before send

I am trying to write a query to avoid duplicate emails being sent out. I am using contact ID as subscriber key, so multiple contacts can share the same email address across the DB. I do not want to be ...
1
vote
0answers
27 views

Duplicate Rule does not apply when condition is fulfilled only after update

I have a custom object with the following fields: active__c (Checkbox) value__c (Text) I want to make sure there are no two active records that have the field value__c populated with the same data, ...
0
votes
2answers
710 views

Salesforce Duplicate Management - Importing Duplicates

I have Duplicate management implemented in our org. We do a fuzzy match on account names, but allow users to save if there is a possible duplicate. I have just imported a number of account, of which ...
0
votes
1answer
31 views

Match Ownership in Duplicate Leads

This is my first question here. I'm working with a company that allows duplicate leads, but they want all the duplicate leads to have the same owner. I'm trying to write a before insert, before update ...
0
votes
0answers
22 views

Leads created from WebtoLead are not identified as Potential Duplicates

I want duplicate Leads to be created from web to lead , however the Lead should be identified as Duplicate What I have done ? Created and activated the Duplicate Rule for Lead where Matching Rule is ...
0
votes
1answer
248 views

How to capture duplicate rules in flows?

one of the steps of my flow is to create a contact. The users enter in the interface all the details and click next, my flow then tries to save the contact; however, if salesforce detects a duplicate ...
7
votes
1answer
2k views

Bypass duplicate when converting a lead

I'm trying to convert a lead to a contact, the lead has the same email than another contact, but I want to create a new contact. when I try to convert the lead, I got an error 'DUPLICATES_DETECTED : ...
2
votes
2answers
174 views

Find duplicate records of Account/Lead but without insert

I'm wondering if I can use the duplicate management rules to find duplicate account/Lead records but if the provided (via API) record does not have a duplicate, then I don't want to insert a record. ...
0
votes
1answer
47 views

Allow search on Account without Read access (Private OWD)

So I've come across a requirement which require us to set the Account OWD to private, but users still need to be able to search for an account so that they know if it exists in the org or not. Kind of ...
0
votes
1answer
18 views

Duplicate Rule is causing trigger updates to fail?

Duplicate Rule is causing trigger updates to fail(DML exception stack trace is showing duplicate failure). even allow is given at duplicate rule level. Any suggestions or solution?
6
votes
1answer
293 views

Duplicate management: Matching records with filled in value vs empty value

Looking for some bright minds who maybe see a workaround for my problem: We want to use the standard matching rules to identify potential duplicate contacts. An issue that keeps coming back is: we ...
0
votes
0answers
62 views

Find duplicate account and contact records when converting via Apex

I am converting leads through a HttpPost method and using the Database.LeadConvert class for conversion. After conversion I am working the opportunity and not with the contact or the account; however, ...
11
votes
2answers
10k views

Disable duplicate check for apex class?

Is there a way to disable the duplicate check for an apex class? I have an insert of contacts, where I have a custom duplicate check. Now I would like to disable the standard duplicate check for only ...
0
votes
0answers
34 views

Salesforce Marketing Cloud > Landing Pages > Insert Error Message for Duplicate Registration on a Landing Page

Salesforce Marketing Cloud > Landing Pages > Insert Error Message for Duplicate Registration on a Landing Page... I want to make my landing page return a message saying that the record is ...
0
votes
0answers
33 views

How to utilize MatchingRules in Apex to find all leads related to an account

Salesforce has a Matched Leads Component that can be placed on an account to show which leads match the account. The problem is that the layout is not conducive to the work that my company needs to do ...
0
votes
0answers
21 views

DUPLICATES_DETECTED when creating a contact for the account [duplicate]

We have some accounts that start with "Business". And we already recorded their information in custom fields in the account object. Business first name, business last name, and email ...
0
votes
1answer
80 views

Potencial duplicates component on Communities

Is it possible to add the Potencial duplicates component to Lightning Communities?
1
vote
0answers
146 views

Contact duplicate rule condition is not working on Lead convert (Apex)

I have written custom Lead Convert apex class and vf page. I have a duplicate rule "active" on contact. The issue i am facing - When i try to convert a lead, contact duplicate rule's ...
2
votes
1answer
271 views

Hitting Standard Duplicate Rule

I'm playing with a trigger exercise, that consists of creating a trigger to create 10 Opportunities whenever a account with more than 100 employees are created. I made the following: trigger ...
0
votes
1answer
122 views

Fire Duplicate Rules on list of brand new Contact records to be inserted in apex

I am facing one issue that even if Duplicate Rule is defined on the Contact Object still I am able to insert duplicate Contact records in bulk from apex. This is because the contacts which I am trying ...
0
votes
0answers
40 views

Potential Duplicate component inconsistent

I have some duplicate rules set up for accounts, but they have specific conditions to apply (the rules should only apply on specific account types). The rules are also set up to block on create and ...
0
votes
1answer
18 views

Get DuplicateRule action from API

The out of box Datacloud Apex classes gives lots of detailed info about why duplicates have occurred. One such item is the developer name of the executed duplicate rule that returned duplicate ...

1
2 3 4 5
7